Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
815+ 3.81% |
$77.5K - $79.8K
|
22.2K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
780+ 3.24% |
$74.2K - $76.4K
|
24.8K
$2.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
774New |
$73.6K - $75.8K
|
774
$75.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
770+ 4.65% |
$73.2K - $75.4K
|
17.3K
$1.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
755+ 35.95% |
$71.8K - $73.9K
|
2.86K
$279K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
729+ 1.07% |
$69.3K - $71.4K
|
69.1K
$6.74M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
692+ 1.43% |
$65.8K - $67.8K
|
49K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
671+ 0.91% |
$63.8K - $65.7K
|
74.3K
$7.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
663New |
$63.1K - $64.9K
|
663
$64.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
647New |
$61.5K - $63.4K
|
647
$63.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
641+ 7122.22% |
$61K - $62.8K
|
650
$63.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
545+ 2868.42% |
$51.8K - $53.4K
|
564
$55K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
520+ 1.52% |
$49.5K - $50.9K
|
34.6K
$3.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
475+ 13.72% |
$45.2K - $46.5K
|
3.94K
$384K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
475+ 5.64% |
$45.2K - $46.5K
|
8.9K
$869K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
471+ 8.32% |
$44.8K - $46.1K
|
6.13K
$598K
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
450+ 11.68% |
$42.8K - $44.1K
|
4.3K
$420K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
440+ 2.25% |
$41.8K - $43.1K
|
20K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
437+ 11.43% |
$41.6K - $42.8K
|
4.26K
$416K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
425+ 0.09% |
$40.4K - $41.6K
|
489K
$47.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
423+ 10.97% |
$40.2K - $41.4K
|
4.28K
$418K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
384+ 9.41% |
$36.5K - $37.6K
|
4.46K
$436K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
383New |
$36.4K - $37.5K
|
383
$37.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
375New |
$35.7K - $36.7K
|
375
$36.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
362+ 4.87% |
$34.4K - $35.4K
|
7.8K
$761K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
356+ 3.37% |
$33.9K - $34.9K
|
10.9K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
341+ 9.37% |
$32.4K - $33.4K
|
3.98K
$388K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
337+ 5.41% |
$32.1K - $33K
|
6.57K
$641K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
336+ 13.14% |
$32K - $32.9K
|
2.89K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
308+ 4.38% |
$29.3K - $30.2K
|
7.34K
$717K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
305+ 101.67% |
$29K - $29.9K
|
605
$59K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
301+ 13.77% |
$28.6K - $29.5K
|
2.49K
$243K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
300+ 31.81% |
$28.5K - $29.4K
|
1.24K
$121K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
293New |
$27.9K - $28.7K
|
293
$28.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
289+ 0.79% |
$27.5K - $28.3K
|
36.7K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
274New |
$26.1K - $26.8K
|
274
$26.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
250+ 2.18% |
$23.8K - $24.5K
|
11.7K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
248+ 1.87% |
$23.6K - $24.3K
|
13.5K
$1.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
238+ 1.32% |
$22.6K - $23.3K
|
18.3K
$1.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
238New |
$22.6K - $23.3K
|
238
$23.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
236+ 1.15% |
$22.4K - $23.1K
|
20.7K
$2.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
233+ 8.73% |
$22.2K - $22.8K
|
2.9K
$283K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
222+ 9.87% |
$21.1K - $21.7K
|
2.47K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
219+ 0.92% |
$20.8K - $21.4K
|
23.9K
$2.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
213+ 54.34% |
$20.3K - $20.9K
|
605
$59K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
212+ 3.19% |
$20.2K - $20.8K
|
6.86K
$669K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
203+ 64.04% |
$19.3K - $19.9K
|
520
$50.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
200New |
$19K - $19.6K
|
200
$19.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
184+ 3.64% |
$17.5K - $18K
|
5.24K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
175+ 1750.0% |
$16.6K - $17.1K
|
185
$18.1K
|